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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,113 | $100,805-45.3% | $86,698-36.4% | $134,532-59.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 214.50% | 29.09%+185.4pp | 35.95%+178.6pp | 418.27%-203.8pp |
| Employer contribution / active EE | $8,100 | $3,490+132.1% | $2,837+185.5% | $4,741+70.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,308 | $10,925-88.0% | $7,493-82.5% | $11,429-88.6% |